TAGGED:

Springboard Manage

Create New Message

  1. From the Secure Exchange screen, select Create New Message to generate a new Secure Exchange message.

 

 

Field Descriptions:

Send To: Select the individual to send the secure message to.

Contains Confidential Data:

  • Select Yes if the message contains any Cardholder Account Numbers.
  • Select No if the message does not contain confidential data. Select No to remove the manual account validation of attached files.

Subject: Abbreviated identifier for the purpose of the message. The system will try to prevent account numbers from being used in the subject line.

Message: Content of the Secure Exchange message. Secure Exchange will scan for account numbers in the message. Located account numbers will be validated to what the user can send and what the financial institution selected can receive.

Note: Messages with a couple of accounts can be placed into the message. For three or more accounts, send as an attachment. Ensure the Contains Confidential Data field is selected.

 

  1. Select Continue to advance to the next step.

 


Downloadable Version

Click below to access the printer-friendly version.

PDF (Entire Guide) PDF (This Section)

Secure Exchange Create New Message Add Attachments Secure Exchange Search Inbox Search Results Outbox Search Results
GUIDE TABLE OF CONTENTS